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Valtrion Capital Management, LLC

● SEC registered since 2024CRD 318048SEC# 801-130820Franklin, TN
Export (members)
Reg. AUM
$287.3M
Employees
6
Accounts
438
Location
Franklin, TN

Valtrion Capital Management, LLC assets under management

Valtrion Capital Management, LLC is an SEC-registered investment adviser based in Franklin, TN. The firm has been registered since 2024. It reports $287.3 million in regulatory assets under management and employs 6 people.

Valtrion Capital Management, LLC owners & executives

11 reported
NameTitleOwnershipSince
Luis A Galdamez ControlChief Compliance Officer & PresidentUnder 5%2022
Valtrion, LLC ControlOwnerOver 75%2023
Andrew Ondracek & Jacqueline Ondarek Living TrustTrustee2023
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Frequently asked questions

How much does Valtrion Capital Management, LLC manage?

Valtrion Capital Management, LLC reports $287.3 million in regulatory assets under management on its Form ADV.

How many employees does Valtrion Capital Management, LLC have?

Valtrion Capital Management, LLC reports 6 employees.

Where is Valtrion Capital Management, LLC located?

Valtrion Capital Management, LLC is based in Franklin, TN and has been SEC-registered since 2024.

Does Valtrion Capital Management, LLC disclose fund performance?

Valtrion Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address701 Cool Springs Blvd, Suite 340, Franklin, TN 37067
Phone833-856-2088
Office hours9:00a.m. - 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$287.3M▲ 180%
Feb '25 — $102.6MMar '25 — $143.6MApr '25 — $143.6MMay '25 — $143.6MJun '25 — $143.6MJul '25 — $143.6MAug '25 — $143.6MSep '25 — $143.6MOct '25 — $143.6MNov '25 — $143.6MDec '25 — $143.6MJan '26 — $143.6MFeb '26 — $143.6MMar '26 — $287.3MApr '26 — $287.3MMay '26 — $287.3MJun '26 — $287.3M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$287.3Mregulatory AUM
Discretionary $287.3M